Content Marketing

Feature Friday: August 28, 2020

Can you believe it is the last Feature Friday of the month? The summer is really flying by, especially as next week is the last “official” weekend of the summer. While it was very different, we hope that you found some time to relax and enjoy the extra time at home with your family. It was also a great time to improve your business and work on connecting with clients in a different way than everybody was used to. For this week’s article, these articles are here help you work “smarter” by utilizing integration tools, help you work towards building a strong advisory firm, social media best practices and more!

1. Boost Your Business Productivity With These 6 Integration Tools via

Twenty Over Ten, CMO, Samantha Russell provided Iris with some useful ways to boost your business and be more productive at work. You have even more on your plate than usual, so as a financial advisor, how do you streamline? These 6 integration tools can help.

  1. Google Analytics
  2. Calendly
  3. Redtail
  4. MailChimp
  5. FINRA Brokercheck
  6. Google ReCAPTCHA

To find out how these can best serve your business, continue reading. article

2. Charlie Munger, Weeding, & Model Portfolios (Distraction-Proof Advisor Idea Video #206) via Paul Kingsman

Charlie Munger, weeding and model portfolios can help you build the advisory business that you have always wanted.

  • Choose one simple idea that you want to implement in your business.
  • Take your idea seriously and make sure that you commit to it.
  • Dedicate small increments of time consistently to make this idea a reality in your business.

The video from Paul Kingsman briefly discusses all of the above to help you boost your business.

Paul Kingsman

3. Automated LinkedIn Messaging is a Bad Idea for Advisors (and Everyone) for Multiple Reasons via Three Crowns Marketing

While LinkedIn is a top platform for making connections professionally and you want to be networking, sending automated messages to prospects is not the best way to go about this. It may come off as “spammy” and is not seen as a genuine connection even if you are already connected. What you should do instead is:

  • Make genuine connections
  • Engage in real conversations
  • Build stronger relationships
  • Publish your thoughts in the form of useful content

Find out more here.

Three Crowns Marketing

4. Episode 253-8 Ways to Gain Competitive Advantage in Your Practice via Top Advisor Marketing

Tune in today’s podcast to learn eight ways to increase your competitive advantage and stand out amongst the crowd.

You will learn:

  • Why it pays to be adaptable
  • How to make your business more effective
  • Why you shouldn’t be doing everything all at one time
  • How to set yourself apart by creating a “community-feel”
  • What having a powerful “why” can do for your company
  • Ways to be vocal about how you’re involved in the community
  • And more!

Top Advisor Marketing

5. What are The Big 5 business blog topics that drive traffic, leads, and sales? via iMPACT

When it comes to driving traffic to your advisor website, creating strong blog content is key. So, what are the five blog topics that will drive more traffic and boost sales?

  1. Cost
  2. Problems
  3. Comparisons
  4. “Best of” Lists
  5. Reviews

The entire article discusses each of these in detail. Start tailoring your content based on these topics and boost your website traffic.

The Big 5 Business Topics

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About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.